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Linked organization

One link with another organization: what each side shares, the named contacts both ways, the conversation, the months they published, the grants across the link each way, and a record of everything that crossed.

Give the linked organization a grant

  1. On Hierarchy, add a unit whose relationship is Outside grantee, named for the partner, if you have none.
  2. On the link's page, under Grants you give, choose it under The unit standing for them and press Save.
  3. Press Open Grants and record the grant to that unit as you would any outside grant: the fund, the installments, the reports asked for.
  4. Agree it, or send it for approval over your organization's amount. Send each installment as Money out from your book when it is due.

Then: As the grant is agreed, its agreement and schedule cross to the partner by value. Each installment you send crosses as sent; the partner confirms what arrived in its own bank, and you are told. Each report the partner sends appears on the grant as a report to review; accept it or send it back, and your answer crosses.

Who: An Owner names the unit. Whoever holds Record money at the giving unit records, sends and reviews, as for any grant; Approve money there approves one over the amount.

Grace records Clean water, 2027 to the unit Nepal Hope (linked), with three installments. Nepal Hope sees Meridian Foundation agreed a grant, and confirms the first installment when the money lands.

Confirm an installment arrived

  1. Under Grants they give you, find the installment and press Confirm it arrived.
  2. The first time, choose The unit of yours it lands in and your fund for their fund; it is remembered for this partner.
  3. Choose The account it came into and What it is, in your chart.
  4. Type What arrived, in your book's currency, as your bank shows it. Far from your organization's rate for the month, say why.
  5. Press Post Money in and confirm.

Then: Money in is posted in your own book, in the fund you chose, and the giver is told what arrived and when. The installment shows Arrived with its entry.

Who: Whoever holds Record money at the unit it lands in. The giving organization never confirms anything here.

Sokha keeps Nepal Hope's book in rupees. US$5,000.00 was sent; their bank shows NPR 665,000.00. They confirm it into Kathmandu, the Clean water fund, from the bank account, as grant income.

Write and send a report on their grant

  1. Under Reports, press Write beside a report that is due or was sent back.
  2. Answer What was done, Results and Problems met (say None if there were none).
  3. Press Save to keep it, or Send to the partner.

Then: As it is sent, its figures are read from your own book — spending in the matched fund at the receiving unit for the report's months, by your account groups — and frozen. The giver reads only that frozen copy, accepts it or sends it back with a reason, and you are told. Press Correct on a report sent back or accepted to open a new version; the earlier one is kept as sent.

Who: Whoever holds Record money at the unit the grant lands in. The report is written only once the grant is matched: confirm its first installment first.

Sokha answers the three questions for January to March and presses Send. Meridian sees Report 1 with NPR 410,000.00 spent and accepts it; installment 2, which waited for it, can now be sent.

Share published months, write a message, or end the link

  1. Press Share our published months to send the last twelve months your top units published, then each new one; press Stop sharing our published months to stop.
  2. Under Messages, write to the partner's named contacts and press Send. No attachments.
  3. Under Your contacts, press Change to name who here they may write to: only people whose names you are shown are offered.
  4. Press End the link to end it at once, and confirm it's you.

Then: Months arrive on the partner's page as frozen totals: income, spending and net, in the book's currency. Messages reach their named contacts by bell. Ended, nothing more crosses in either direction; everything already sent stays in each side's own records.

Who: An Owner shares months, changes contacts and ends the link. Named contacts and Owners write messages.

Meridian turns on sharing; Nepal Hope sees twelve months of Meridian International's totals, and each month after as it is published.

The page opens for an Owner, an organization-wide admin, a named contact on the link, or somebody whose book a grant across it touches. Only the people who keep the receiving book confirm installments and write reports; only an Owner ends the link, changes contacts, shares months or names the unit standing for the partner.